Samsung just raised prices on its most advanced chipmaking services—up to 15% for cutting-edge 4nm and 5nm chips, even bumping older 8nm models nearly 10%. The surge reflects skyrocketing demand, especially for AI chips, with Samsung’s 4nm fab fully booked since late 2025. Chinese firms are scrambling to secure capacity despite higher costs, forced by U.S. export restrictions. While Samsung’s foundry has lost money since 2022 and trails TSMC in market share, these price hikes could flip the script—potentially turning a profit as early as next year. AI and HPC are now driving over half of foundry sales, fueled by deals with Broadcom, Google talks, and Nvidia’s new AI processors.
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